Qualified Plan Advisory, LLC
Qualified Plan Advisory, LLC is an SEC-registered ria with $65.0M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Qualified Plan Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135324, data through 2012-02-13.
- AUM (assets under management / regulatory AUM)
- $65.0M (2012-02-13)
- Firm type
- Ria
- Employees
- 22
- CRD
- 135324
- Ownership
- CAMPBELL, DAVID, SCOTT
How much AUM does Qualified Plan Advisory, LLC have?
Qualified Plan Advisory, LLC reported $65.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-02-13).
Who owns Qualified Plan Advisory, LLC?
Disclosed owners and executives of Qualified Plan Advisory, LLC include CAMPBELL, DAVID, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.